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Atomi Financial Group’s Caterpillar CAT Stock Holding History

Atomi Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1M Buy
18,879
+837
+5% +$735K 0.52% 40
2026
Q1 		$12.8M Sell
18,042
-135
-0.7% -$93.5K 0.39% 52
2025
Q4 		$10.4M Buy
18,177
+940
+5% +$522K 0.31% 58
2025
Q3 		$8.22M Buy
17,237
+864
+5% +$369K 0.27% 72
2025
Q2 		$6.36M Buy
16,373
+838
+5% +$279K 0.24% 79
2025
Q1 		$5.12M Sell
15,535
-7,658
-33% -$2.73M 0.23% 86
2024
Q4 		$8.41M Buy
23,193
+871
+4% +$338K 0.43% 44
2024
Q3 		$8.73M Sell
22,322
-999
-4% -$345K 0.55% 35
2024
Q2 		$7.77M Buy
23,321
+1,839
+9% +$638K 0.58% 37
2024
Q1 		$7.87M Buy
21,482
+9,899
+85% +$3.16M 0.73% 26
2023
Q4 		$3.42M Buy
11,583
+881
+8% +$229K 0.47% 38
2023
Q3 		$2.92M Buy
10,702
+1,036
+11% +$281K 0.98% 14
2023
Q2 		$2.38M Buy
9,666
+425
+5% +$94.8K 1.08% 11
2023
Q1 		$2.11M Buy
+9,241
New +$2.23M 1.18% 16

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Atomi Financial Group's CAT Position: Q2 2026 in Review

Atomi Financial Group increased its Caterpillar (CAT) stake by 4.6% in Q2 2026, buying an estimated $735K and bringing the position to 18,879 shares worth $20.1M. The position accounts for 0.52% of the portfolio, ranked #40.

Atomi Financial Group first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Atomi Financial Group held 18,879 shares of Caterpillar worth $20.1M as of Q2 2026.
  • Atomi Financial Group bought 837 Caterpillar shares in Q2 2026, an estimated $735K.
  • Caterpillar made up 0.52% of Atomi Financial Group's portfolio in Q2 2026, its #40 holding.
  • Atomi Financial Group first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.